Companion HubPhase 4: AI-Augmented IP Strategy
Chapter 18

IP Due Diligence, Valuation & Transactions

Patents in M&A, Investment, and Licensing Transactions

Practical guide to IP due diligence - for M&A, investment rounds, and licensing deals. Covers patent valuation methodologies, freedom-to-operate analyses, IP representations and warranties, and deal structuring.

3 AI prompts

Companion last updated: June 1, 2026

Key Topics

  • IP due diligence checklist for M&A
  • Patent valuation methodologies
  • Freedom-to-operate analysis
  • IP reps and warranties
  • Licensing deal structuring
AI Prompt Library

Prompts for This Chapter

Tested AI prompts relevant to the topics covered in Chapter 18. Copy and adapt for your work.

Freedom-to-operate
ANY

Freedom-to-Operate Risk Assessment Framework

Structures an FTO analysis for a product or technology.

FTOfreedom to operateinfringementrisk assessment
Strategy
ANY

Licensing Term Sheet Generator

Generates a first-draft licensing term sheet for a patent licensing negotiation.

licensingterm sheetroyaltynegotiation
Strategy
ANY

IP Due Diligence Checklist Generator

Generates a tailored IP due diligence checklist for M&A, investment, or licensing transactions.

due diligenceM&AinvestmentIP audit